Fourth Dimension Wealth’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Fourth Dimension Wealth’s Portfolio SMMU Stock Details SMMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.14K	Buy	102 +1	+1%	+$50	﹤0.01%	542
2026 Q1	$5.12K	Hold	101	–	–	﹤0.01%	475
2025 Q4	$5.1K	Sell	101 -16	-14%	-$808	﹤0.01%	483
2025 Q3	$5.91K	Sell	117 -15	-11%	-$756	﹤0.01%	467
2025 Q2	$6.64K	Hold	132	–	–	﹤0.01%	461
2025 Q1	$6.61K	Hold	132	–	–	﹤0.01%	466
2024 Q4	$6.57K	Buy	+132	New	+$6.61K	﹤0.01%	476

Other funds holding SMMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Fourth Dimension Wealth's SMMU Position: Q2 2026 in Review

Fourth Dimension Wealth increased its PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) stake by 0.99% in Q2 2026, buying an estimated $50 and bringing the position to 102 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Fourth Dimension Wealth first reported a position in SMMU in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.64K in Q2 2025. 201 funds tracked by Wall St. Rank hold SMMU as of Q2 2026.

Fourth Dimension Wealth held 102 shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $5.14K as of Q2 2026.
Fourth Dimension Wealth bought 1 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund share in Q2 2026, an estimated $50.
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #542 holding.
Fourth Dimension Wealth first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $6.64K in Q2 2025.
201 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.